Mergers and Acquisitions

378 topics in this forum

1. One Company that wants to merge two 401(k) plans

   By Dougsbpc, September 16
   • 3 replies
   • 127 views
   • 
   • Bill Presson
   • October 7

2. HCE after merger

   By Nancy D, December 17, 2018
   • 5 replies
   • 2.7k views
   • 
   • Suzanne85
   • July 9

3. Company sold to an Investment Group - effect on 401k Plan

   By Pammie57, April 30
   • 5 replies
   • 210 views
   • 
   • EBECatty
   • May 3

4. Related Employer Question

   By khn, January 11
   • 1 reply
   • 439 views
   • 
   • EBECatty
   • January 12

5. Vesting After Plan Merger

   By Catch22PGM, November 17, 2020   

   • mergers
   • vesting
   • 3 replies
   • 506 views
   • 
   • FORMER ESQ.
   • December 20, 2020

6. How do you value a TPA to acquire it? I'm assuming its based on recent comparable EV/EBITDA, but I can't this data.

   By John P, September 22, 2020   

   • m&a
   • merger
   • (and 4 more)

     Tagged with:

     • m&a
     • merger
     • acquisition
     • tpa
     • price
     • ebitda
   • 1 reply
   • 409 views
   • 
   • david rigby
   • September 22, 2020

7. splitting pre-tax and Roth in a merger

   By gregburst, April 24, 2020
   • 2 replies
   • 1k views
   • 
   • Luke Bailey
   • April 28, 2020

8. Stock Acquisition - Aligning HCE Definition

   By Catch22PGM, March 19, 2020
   • 4 replies
   • 915 views
   • 
   • Catch22PGM
   • March 25, 2020

9. Severance From Employment?

   By BTG, January 25, 2020
   • 2 replies
   • 1k views
   • 
   • Luke Bailey
   • January 28, 2020

10. Asset sale within a current plan

    By cpc0506, December 9, 2019
    • 1 reply
    • 733 views
    • 
    • Kevin C
    • December 9, 2019

11. Plan termination wind-up activities post stock merger

    By kmhaab, September 20, 2019
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 24, 2019

12. Controlled group becomes unrelated mid year

    By mattmc82, September 6, 2019
    • 3 replies
    • 594 views
    • 
    • Mike Preston
    • September 11, 2019

13. Form 5310

    By JustnERPA, August 23, 2019
    • 1 reply
    • 411 views
    • 
    • Luke Bailey
    • August 26, 2019

14. A buys 80% of B - what happens to 401(k) plans?

    By M Norton, August 16, 2019
    • 5 replies
    • 424 views
    • 
    • Bill Presson
    • August 20, 2019

15. transition rule

    By Scuba 401, July 22, 2019
    • 6 replies
    • 808 views
    • 
    • ugueth
    • July 26, 2019

16. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

    By kmhaab, July 3, 2019
    • 7 replies
    • 1.9k views
    • 
    • DC ERISA Attorney
    • July 9, 2019

17. Vesting Service Under Merged Plan

    By scrabelle, June 18, 2019
    • 0 replies
    • 544 views
    • 
    • scrabelle
    • June 18, 2019

18. Transition Rule Applicable?

    By Towanda, April 2, 2019
    • 6 replies
    • 768 views
    • 
    • Kevin C
    • April 2, 2019

19. Merging a MEP into a Single ER Plan

    By Crocker, March 14, 2019
    • 3 replies
    • 771 views
    • 
    • justanotheradmin
    • March 15, 2019

20. Investment options after transfer

    By Scuba 401, March 5, 2019
    • 2 replies
    • 317 views
    • 
    • Bob the Swimmer
    • March 6, 2019

21. Asset acquisition where employees leased for a short period

    By R. Butler, November 28, 2018
    • 6 replies
    • 1.5k views
    • 
    • EBECatty
    • February 20, 2019

22. merger of SH plan after the 3% is removed?

    By WCC, January 8, 2019
    • 2 replies
    • 594 views
    • 
    • WCC
    • January 14, 2019

23. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 806 views
    • 
    • RatherBeGolfing
    • December 28, 2018

24. Tx bonus paid by Seller in carve-out

    By cbassociate2017, December 6, 2018   

    • payroll
    • bonus
    • (and 3 more)

      Tagged with:

      • payroll
      • bonus
      • retention
      • transaction bonus
      • withholding
    • 3 replies
    • 434 views
    • 
    • jpod
    • December 6, 2018

25. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 431 views
    • 
    • RatherBeGolfing
    • November 27, 2018